Our methodology and commitment
A transparent approach to every consultation
We follow a structured process to ensure you receive practical, clear, and unbiased advice suited to your unique circumstances and financial objectives.
Meet the doraventiqos advisory team
John Mason
Lead Advisor
John brings over a decade of experience in financial planning and is dedicated to helping clients achieve clarity in their decision-making.
Linda Wong
Senior Consultant
Linda specialises in regulatory compliance and ensures that all recommendations are up-to-date and transparent for clients.
Amit Desai
Planning Specialist
Amit focuses on analysing current market trends and providing clients with evidence-based suggestions tailored to their needs.
Our step-by-step consultation process
Every stage is designed to ensure clarity, transparency, and support for your financial planning journey.
Initial discovery call
We start with a friendly conversation to understand your background, needs, and expectations before offering any advice.
Our goal
Clarify your situation and objectives
What we do
We listen to your circumstances, ask relevant questions, and set expectations for what the consultation can provide.
How we do it
Our advisors use a structured questionnaire and open discussion to ensure nothing important is missed.
Tools used
Discovery form, secure call platform
Deliverables
Documented summary of your needs and goals
Objective needs assessment
Our team reviews your information and analyses available options, focusing on practical solutions that align with your objectives.
Our goal
Identify suitable planning options
What we do
We conduct an impartial review of your profile, considering current regulations and market trends relevant to your goals.
How we do it
Detailed analysis and internal discussion among specialists to ensure thoroughness.
Tools used
Internal review templates, compliance checklists
Deliverables
Written summary of options and considerations
Transparent recommendations
We present options, clearly explain terms including APR rates, fees, and repayment details, and answer all your questions.
Our goal
Provide clear, actionable information
What we do
You receive a detailed overview of each option, with all terms explained in everyday language for your understanding.
How we do it
Direct conversation and follow-up documentation to ensure transparency.
Tools used
Presentation deck, summary documents
Deliverables
Personalised recommendation report
Ongoing support and follow-up
Our support does not end after your decision. We remain available to answer questions and provide updates as needed.
Our goal
Build long-term client relationships
What we do
We check in periodically, offer updates on relevant changes, and remain accessible for any future queries.
How we do it
Regular follow-up communications and open channels for ongoing assistance.
Tools used
Client management system, secure communication
Deliverables
Continued support and periodic updates
How doraventiqos compares
A focus on transparency and client support distinguishes us from others
doraventiqos
Personal client focus
Personal consultation
Individualised support offered
Transparent conditions
All terms explained upfront
Ongoing assistance
Regular updates provided
Clear fee structure
No hidden charges ever
PlannerCo
Standardised approach
Personal consultation
Individualised support offered
Transparent conditions
All terms explained upfront
Ongoing assistance
Regular updates provided
Clear fee structure
No hidden charges ever
FinanceDirect
Limited follow-up
Personal consultation
Individualised support offered
Transparent conditions
All terms explained upfront
Ongoing assistance
Regular updates provided
Clear fee structure
No hidden charges ever